How to automatically file AgriNous document emails in the new Outlook and Outlook on the web

Before you start

• Using a different email app? See the classic Outlook guide or the Gmail guide.
• This guide is for the new Outlook for Windows and Outlook on the web. If your Outlook has File and Send / Receive tabs, you're using classic Outlook, which has its own version of this guide.
• You need to be able to send a tax invoice or RCTI from AgriNous. These emails arrive with the document attached.

Part 1: Copy your AgriNous sender name

1. In AgriNous, send a tax invoice or RCTI to your own email address.
2. In Outlook, open the email when it arrives.
3. At the top of the email, highlight the sender name by dragging across it. It shows as [Your agency name] via AgriNous, for example My Livestock Agency Pty Ltd via AgriNous. Don't include the email address.
4. Press Ctrl+C to copy it.

Part 2: Create the folder

1. In the folder pane on the left, right-click Inbox.
2. Select Create new subfolder.
3. Press Ctrl+V to paste the sender name you copied as the folder name.
4. Press Enter.

Part 3: Create the rule

1. In your inbox, right-click the tax invoice or RCTI email you sent yourself.
2. Select Rules.
3. Select Create rule.
4. In the folder list, select the folder you named with your sender name.
5. Select More options. The rule settings open with the sender and folder already filled in.
6. Check that the From condition shows the sender of the email you sent yourself.
7. Select Add a condition.
8. In the new condition list, select Has attachment. This stops the rule from moving AgriNous emails that don't include a document.
9. Check that the action shows Move to and the folder you created.
10. Select Add an action.
11. In the new action list, select Mark as read.
12. If you see a Run rule now checkbox, select it to file the emails already in your inbox.
13. Select Save.
14. If there was no Run rule now checkbox, find your rule in the list and select its Run rule now button.

Result

New emails from [Your agency name] via AgriNous that have an attachment go straight into the folder of the same name and are already marked as read. Emails from that sender without an attachment stay in your inbox.

Troubleshooting

The emails are still landing in my inbox. This is usually a rule that doesn't quite match, and it's frustrating when everything else looks right. Check that the email has an attachment. Then go to Settings → Mail → Rules and check that your rule is turned on and shows the right sender, Has attachment, Move to and Mark as read.

I can't see Rules when I right-click the email. Go to Settings → Mail → Rules → Add new rule instead. Add a From condition with the sender's email address, then follow the steps above from Add a condition.

I can't copy the sender name. Type the sender name exactly as it appears in the email instead, including "via AgriNous".